Wilmington Trust Company
$4.2B reported client assets across 19 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 14 firms that reported Wilmington Trust Company in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 5 cohort firms, FY2018: 7 cohort firms, FY2019: 10 cohort firms, FY2020: 11 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Morgan Properties Special Situations Ii Llc | $1.2B | $1.4B | 86.7% | 03/27/2024 |
| John W. Bristol & Co., Inc. | $1.0B | $5.8B | 17.8% | 03/29/2024 |
| Northwest Administrators Inc | $484M | $484M | 100.0% | 03/20/2024 |
| Ashford Capital Management Inc | $276M | $792M | 34.9% | 12/18/2023 |
| Shelter Growth Capital Partners Llc | $221M | $2.8B | 7.8% | 03/27/2024 |
| Pivotal Advisors Llc | $207M | $421M | 49.2% | 05/15/2024 |
| Primesolutions Advisors, Llc | $178M | $178M | 100.0% | 02/20/2024 |
| Rothschild Capital Partners, Llc | $161M | $351M | 45.7% | 03/28/2024 |
| Hartford Financial Management Inc | $122M | $685M | 17.9% | 03/26/2024 |
| Chadds Ford Wealth Partners, Llc | $118M | $1.1B | 10.7% | 03/15/2024 |
| Mount Logan Management Llc | $81.8M | $2.1B | 3.9% | 03/29/2024 |
| Birch Run Investments, Llc | $26.1M | $270M | 9.7% | 03/26/2024 |
| Papamarkou Wellner Asset Management, Inc. | $21.3M | $332M | 6.4% | 03/31/2024 |
| Somerset Group Llc | $17.7M | $146M | 12.1% | 03/19/2024 |
| Dwv Advisors, Llc | $14.2M | $106M | 13.4% | 03/11/2024 |
| Stuyvesant Capital Management Corporation | $10.3M | $37.5M | 27.5% | 03/19/2024 |
| N | $6.8M | $104M | 6.6% | 04/01/2024 |
| Intrepid Capital Management Inc | $1.7M | $763M | 0.2% | 03/14/2024 |
| Tr Capital Management, Llc | $475K | $133M | 0.4% | 03/27/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.